DFPG Investments’s Gartner IT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$918K Buy
2,148
+37
+2% +$15.8K 0.07% 245
2023
Q3
$847K Sell
2,111
-444
-17% -$178K 0.08% 229
2023
Q2
$939K Sell
2,555
-500
-16% -$184K 0.08% 239
2023
Q1
$995K Buy
3,055
+234
+8% +$76.2K 0.11% 199
2022
Q4
$953K Buy
+2,821
New +$953K 0.16% 151